Joel Isaacson & Company Overview

  • Founded
  • 1993
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 34
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Joel Isaacson & Company General Information

Description

Provider of wealth management services. The company provides comprehensive planning, wealth management and sophisticated tax strategies such as cash flow management, estate planning and others to its clients.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 546 Fifth Avenue
  • 20th Floor
  • New York, NY 10036
  • United States
+1 (212) 000-0000
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Joel Isaacson & Company Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Joel Isaacson & Company Executive Team (4)

Name Title Board Seat Contact Info
Joel Isaacson Co-Founder and Chief Executive Officer
Michael Weiss Chief Operating Officer
Stanley Altmark Co-Founder, Partner and Chief Compliance Officer
Elizabeth Angebrandt Controller
To view Joel Isaacson & Company’s complete executive team members history, request access »

Joel Isaacson & Company Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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